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OneAscent Wealth Management’s Vale VALE Stock Holding History

OneAscent Wealth Management’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$182K Sell
10,485
-1,098
-9% -$19.2K 0.08% 208
2020
Q4 		$194K Buy
+11,583
New +$154K 0.09% 192

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

OneAscent Wealth Management's VALE Position: Q1 2021 in Review

OneAscent Wealth Management reduced its Vale (VALE) stake by 9.5% in Q1 2021, selling an estimated $19.2K and leaving 10,485 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #208.

OneAscent Wealth Management first reported a position in VALE in Q4 2020 and has held it in 2 quarters since. The position peaked at $194K in Q4 2020. 415 funds tracked by Wall St. Rank hold VALE as of Q1 2021.

  • OneAscent Wealth Management held 10,485 shares of Vale worth $182K as of Q1 2021.
  • OneAscent Wealth Management sold 1,098 Vale shares in Q1 2021, an estimated $19.2K.
  • Vale made up 0.08% of OneAscent Wealth Management's portfolio in Q1 2021, its #208 holding.
  • OneAscent Wealth Management first reported a position in Vale in Q4 2020 and has held it in 2 quarters since.
  • OneAscent Wealth Management's Vale position peaked at $194K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held Vale as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.